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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
56 Parkway Common Way, Greer, SC 29650 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Greenville | SC | 04/2009 | 11/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Easley | SC | 04/2009 | 11/2018 |
| Bentley Development And Construction Llc | Easley | SC | 08/2018 | 12/2021 |
| Momentum Independent Network Inc. | Dallas | TX | 11/2018 | 12/2025 |
| Lpl Financial Llc | Easley | SC | 12/2025 | Present |
| Ifg Advisory, Llc D/B/A Highlands Wealth Group | Atlanta | GA | 12/2025 | Present |
1. 12/2025 - Highlands Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - 35 Hour(s)/Month - 5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/8/2025 2. 12/2025 - Bennett Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Easley, SC - OBA Start Date: 08/24/2024 3. 12/26/2025 - IFG Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 35 hours per month/ 6 hours during trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 12/. I expect to spend approximately 35 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/12/2026 - Bennett Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 08/24/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-27 |
| S66 | Uniform Combined State Law Examination | 2002-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-29 |
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